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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 5, 2025 | Auxier Asset Management | 2.5% | 8.7% | ABT, BAC, BDX, BK, BKNG, BRK.B, CAE, CI, ELV, GLW, GOOGL, KR, LINC, MA, META, MSFT, PM, UNH, V, ZBH | AI, Buybacks, healthcare, tariffs, technology, Travel, value | AI disruption has been a growing concern for investors as they are uncertain of long-term consequences. Apple research shows current LLMs only present an illusion of thinking and reasoning, producing results based on patterns rather than true reasoning. The largest tech companies expect to spend over $300 billion on AI infrastructure in 2025 alone. | BKNG GOOGL GOOGL |
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| 2024 Q4 | Dec 31, 2024 | ClearBridge Mid Cap Growth Strategy | - | - | APP, ARE, AROC, ASH, AVTR, CAE, COIN, CTRA, EMN, EQT, ICLR, IP, MRVL, RBRK | AI, energy, growth, healthcare, industrials, materials, mid cap, technology | The fund holds high-quality AI beneficiaries like AppLovin and Marvell Technology in the mid cap market. AppLovin's proprietary AI targeting engine Axon powers its mobile advertising platform, while Marvell supplies custom silicon solutions for hyperscale data centers and AI infrastructure. The managers believe competitive differentiation will become more important as AI investment evolves. | View | |
| 2024 Q4 | Dec 31, 2024 | Brandes Small Cap Value Fund | 5.8% | 24.8% | AOUT, ARLO, BSCAX, BSCMX, BSCRX, CAE, DII, ELAN, EPC, ERJ, EXE, FSTR, GHM, HBI, HXL, IMKTA, INVX, KMT, LNSR, MOG.A, MTX, NPK, NTGR, ORION, PAHC, PKE, RBBN, SMG, TKR, UTMD, WKC | aerospace, healthcare, industrials, Machinery, small caps, technology, value | The fund seeks long-term capital appreciation through value investing in small-cap companies. The fund exhibits lower valuations than the Russell 2000 Index while offering exposure to companies with strong balance sheets and compelling growth prospects. The manager believes value stocks have attractive potential going forward. | TKR |
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| 2022 Q3 | Sep 11, 2022 | Artisan Global Discovery | 7.6% | 13.1% | AZTA, BBVA, BURL, CAE, CTLT, GNRC, ON, SMGKF, TEAM, VEEV, VMI | - | View | ||
| 2023 Q2 | Jun 30, 2023 | ClearBridge Investments Mid Cap Growth Strategy | 0.0% | 0.0% | APTV, ARGX, ASH, ATS, AZPN, BSY, CAE, CSGP, EMN, EQT, ETSY, EVBG, ICLR, LYV, MRVL, SCI, STE, VRT | AI, Data centers, energy, healthcare, industrials, mid cap, Natural Gas | AI development drove surge in investor demand for large tech companies and benefited portfolio holdings like Vertiv. Deploying AI applications will necessitate substantial investment in new data centers and upgrading existing facilities, creating opportunities for data center infrastructure providers. | View | |
| 2023 Q4 | Jan 13, 2024 | ClearBridge Investments Mid Cap Growth Strategy | 0.0% | 0.0% | ACGL, APIO, APTV, ARGX, CAE, CDW, COTY, ENTG, EVBG, EXPE, HAS, ICLR, KKR, MRVI, NATL, PFGC, PINS, SXT, VYX | consumer discretionary, growth, healthcare, industrials, mid cap, Quality, technology | Expedia was the top performing holding as negative investor sentiment and recession fears gave way to soft landing optimism. The company's completion of integrating multiple brands under the same technology and marketing infrastructure has helped bolster its ability to capture additional market share. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||